Km Tax Consultant

Tax Consultancy in Poulton-le-Fylde

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19 Hayfield Avenue
Poulton-le-Fylde
Lancashire
FY6 7JH

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Opening hours

Monday to Friday: 9am - 5:30pm

Saturday to Sunday: Closed



About

  • Expert tax advice for reasonable fees
  • Over 30 years' experience
  • All aspects of UK tax, IT, CGT, IHT, CT (not VAT)
  • Advising individuals partnerships and companies
  • Specialist in owner-managed businesses
  • HMRC enquiries handled
  • High quality technical advice
  • Prompt service

Professional background and some of the service areas offered

Ken Moody CTA (Fellow), ATT has a broad background in corporate and personal taxes, and can provide detailed technical analysis and reports as required, but otherwise takes a pragmatic and practical approach, drawing on over 30 years' experience of UK tax issues.
Here are just some areas of expertise: Employment-related shares, including enterprise management incentives and other share options/acquisitions for private company employees; Successful handling or assisting with complex technical disputes with H M Revenue & Customs; Capital gains tax advice, including entrepreneur's relief, hold-over relief for gifts of business and other assets, losses on private company shares and loans, disposals of private residences, earn-outs on company sales; Incorporation of sole-traders and professional practices; Corporate transactions including company purchases of own shares, demergers, management buy-outs, reconstructions & share for share exchanges, earn-outs; Enterprise investment scheme / Seed enterprise investment scheme; Taxation of corporate debt (loan relationships rules), including connected party debt, directors' loans etc; Settlements legislation (including Garnett v Jones) and trusts; Sales/acquisitions of companies including due diligence on tax warranties and indemnities etc in sale agreements; Advice on tax residence, domicile and double taxation relief issues; Technical support for PAYE enquiries including employment status disputes, with on-site assistance depending upon distance; Profit extraction and other tax mitigation strategies.
Ken also writes a monthly article for Business Tax Insider, copies of which can be found on his website www.kmtaxconsultant.co.uk, as well as for other professional journals. He was awarded the Fellowship of the Chartered Institute of Taxation (CIOT) in 2011 for his book: Employment Related Securities and Unlisted Companies published by Spiramus www.spiramus.com. Ken is also an examiner for the CIOT.

Career to date

Ken Moody started in HMRC in the 70s before moving to a local Sheffield firm of Chartered Accountants, where he qualified as a Chartered Tax Adviser. Ken moved to London in 1978 and worked for a top 30 firm, which no longer exists as its major corporate (SE quoted) client Decca Group, was taken over and its tax affairs went to a Big4 firm. As corporate tax manager Ken was the leading adviser on the group's complex tax affairs, and apart from group tax planning he prepared briefs for tax counsel on a range of issues as well as managing a portfolio of other corporate clients including some well-known members clubs. Ken performed a similar role with Saffery Champness' in London before moving out of London and focussing on the holistic tax affairs of OMB/SME type clients and their individual owners. Since 1992 Ken has worked at DTE in Bury, MHA MacIntyre Hudson, Meston Reid in Aberdeen before moving back to the North West as a Consultant to Lytham firm Ashworth Treasure. These roles enabled Ken to gain across the board knowledge and experience of various types of corporate transactions as well as dealing with individuals' often complex tax affairs. Ken knows how to handle HMRC and usually gains the upper hand in dealing with them, whether technically or tactically. He has been a self-employed Tax Consultant since 2010, and has a number of local accountancy firms as clients but also delivers a nationwide service to professional firms, companies and individuals.

Trading Since

2010

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